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Wealth Management Associates’s Exelon EXC Stock Holding History

Wealth Management Associates’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$277K Hold
5,643
– – 0.1% 192
2025
Q4 		$246K Sell
5,643
-640
-10% -$29.2K 0.09% 199
2025
Q3 		$283K Sell
6,283
-40
-0.6% -$1.76K 0.1% 180
2025
Q2 		$275K Sell
6,323
-450
-7% -$20K 0.11% 177
2025
Q1 		$312K Sell
6,773
-449
-6% -$18.8K 0.13% 151
2024
Q4 		$272K Sell
7,222
-50
-0.7% -$1.94K 0.12% 166
2024
Q3 		$295K Hold
7,272
– – 0.13% 158
2024
Q2 		$252K Hold
7,272
– – 0.12% 164
2024
Q1 		$252K Sell
7,272
-300
-4% -$10.7K 0.12% 164
2023
Q4 		$272K Sell
7,572
-1,400
-16% -$53.9K 0.14% 152
2023
Q3 		$339K Sell
8,972
-2
-0% -$81 0.2% 112
2023
Q2 		$366K Sell
8,974
-194
-2% -$8.02K 0.21% 100
2023
Q1 		$384K Sell
9,168
-855
-9% -$35.6K 0.24% 96
2022
Q4 		$433K Sell
10,023
-3,935
-28% -$155K 0.29% 80
2022
Q3 		$523K Buy
13,958
+4,890
+54% +$216K 0.37% 70
2022
Q2 		$411K Buy
9,068
+541
+6% +$25.4K 0.28% 93
2022
Q1 		$406K Sell
8,527
-3,554
-29% -$151K 0.23% 112
2021
Q4 		$498K Sell
12,081
-505
-4% -$19K 0.27% 97
2021
Q3 		$434K Sell
12,586
-3,196
-20% -$109K 0.25% 103
2021
Q2 		$499K Buy
15,782
+5,271
+50% +$170K 0.28% 95
2021
Q1 		$328K Buy
10,511
+603
+6% +$18.1K 0.21% 118
2020
Q4 		$298K Buy
9,908
+84
+0.9% +$2.48K 0.2% 128
2020
Q3 		$251K Buy
9,824
+652
+7% +$17.3K 0.19% 129
2020
Q2 		$237K Buy
+9,172
New +$244K 0.2% 119
2019
Q3 		– Sell
-8,791
Closed -$301K – 145
2019
Q2 		$301K Buy
8,791
+842
+11% +$29.7K 0.3% 70
2019
Q1 		$284K Hold
7,949
– – 0.31% 72
2018
Q4 		$256K Buy
+7,949
New +$254K 0.34% 68

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Wealth Management Associates's EXC Position: Q1 2026 in Review

Wealth Management Associates held its Exelon (EXC) position steady in Q1 2026 at 5,643 shares worth $277K. The position accounts for 0.1% of the portfolio, ranked #192.

Wealth Management Associates first reported a position in EXC in Q4 2018 and has held it in 27 quarters since. The position peaked at $523K in Q3 2022. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Wealth Management Associates held 5,643 shares of Exelon worth $277K as of Q1 2026.
  • Wealth Management Associates left its Exelon share count unchanged in Q1 2026.
  • Exelon made up 0.1% of Wealth Management Associates's portfolio in Q1 2026, its #192 holding.
  • Wealth Management Associates first reported a position in Exelon in Q4 2018 and has held it in 27 quarters since.
  • Wealth Management Associates's Exelon position peaked at $523K in Q3 2022.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.